Performance analysis of Entergy Utility Enterprises (EMP)
Annual Return
Over the past 3 years, EMP has had an average annual return of +2.09%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EMP has had an average annual return of -0.72%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 16, 2016, EMP has had an average annual return of +0.90%, underperforming the benchmark SPY, which returned +15.40% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.86% | -1.65% | +5.47% | +14.89% | -19.75% | -5.72% | +5.31% | +20.71% | -11.69% | +23.50% | -13.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.75% | -0.24% | -0.93% | +3.19% | -1.18% | -2.29% | +0.65% | +0.86% | |||||
| 2025 | -4.15% | +1.13% | -2.76% | -0.29% | -1.02% | +0.32% | +6.78% | -1.54% | +3.92% | -0.65% | -1.53% | -1.39% | -1.65% |
| 2024 | +5.59% | +1.15% | -0.75% | -6.39% | +1.43% | +1.71% | +0.81% | +3.54% | +0.07% | -0.26% | -3.04% | +1.98% | +5.47% |
| 2023 | +16.01% | -3.39% | +2.44% | +3.12% | -1.51% | -3.65% | +0.72% | +0.09% | +1.28% | -8.79% | +8.60% | +1.09% | +14.89% |
| 2022 | -0.12% | -1.41% | -1.52% | -1.99% | +0.78% | +0.87% | +2.08% | -7.15% | +0.35% | -10.00% | +4.95% | -7.54% | -19.75% |
| 2021 | -2.38% | -2.55% | -0.23% | +0.97% | -1.09% | -0.54% | +1.57% | -1.70% | +0.19% | +0.79% | -1.13% | +0.32% | -5.72% |
| 2020 | +2.11% | -7.50% | +0.15% | +4.56% | +2.78% | -5.22% | +5.78% | +3.23% | -5.11% | +4.08% | -1.16% | +2.55% | +5.31% |
| 2019 | +10.54% | +1.79% | -0.28% | +1.73% | +0.59% | +1.01% | +2.72% | +1.86% | +1.48% | -0.63% | -3.79% | +2.53% | +20.71% |
| 2018 | -5.13% | +2.64% | -0.04% | -1.39% | +1.04% | -0.45% | +0.25% | +1.72% | -2.79% | -10.18% | +0.60% | +2.12% | -11.69% |
| 2017 | +6.15% | +2.32% | -1.39% | +2.61% | +2.54% | +3.21% | +1.58% | +1.41% | +0.99% | +0.09% | +0.15% | +1.84% | +23.50% |
Drawdown analysis of Entergy Utility Enterprises (EMP)
The maximum drawdown for the EMP was -24.70%, occurring on Dec 29, 2022. This drawdown has not yet recovered.
The current EMP drawdown is -9.50%.
Since Sep 16, 2016 EMP has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.70% | Sep 1, 2020 | 585 | Dec 29, 2022 | Ongoing | Ongoing | Ongoing |
| -23.69% | Feb 11, 2020 | 26 | Mar 19, 2020 | 107 | Aug 20, 2020 | 133 |
| -16.24% | Sep 30, 2016 | 50 | Dec 12, 2016 | 134 | Jun 26, 2017 | 184 |
| -15.91% | Dec 29, 2017 | 225 | Nov 20, 2018 | 108 | Apr 30, 2019 | 333 |
| -6.26% | Sep 30, 2019 | 48 | Dec 6, 2019 | 23 | Jan 10, 2020 | 71 |
| -5.20% | Aug 30, 2019 | 9 | Sep 13, 2019 | 9 | Sep 26, 2019 | 18 |
| -2.49% | Aug 1, 2019 | 4 | Aug 7, 2019 | 6 | Aug 15, 2019 | 10 |
| -1.38% | Dec 6, 2017 | 5 | Dec 13, 2017 | 4 | Dec 19, 2017 | 9 |
| -1.30% | May 31, 2019 | 4 | Jun 6, 2019 | 13 | Jun 25, 2019 | 17 |
| -1.29% | Jul 24, 2017 | 13 | Aug 10, 2017 | 12 | Aug 28, 2017 | 25 |
| -1.16% | Sep 29, 2017 | 6 | Oct 9, 2017 | 11 | Oct 24, 2017 | 17 |
| -0.87% | Apr 30, 2019 | 9 | May 13, 2019 | 12 | May 30, 2019 | 21 |
| -0.83% | Dec 19, 2017 | 4 | Dec 26, 2017 | 2 | Dec 28, 2017 | 6 |
| -0.81% | Jan 15, 2020 | 8 | Jan 28, 2020 | 5 | Feb 4, 2020 | 13 |
| -0.81% | Nov 2, 2017 | 6 | Nov 10, 2017 | 14 | Dec 1, 2017 | 20 |
| -0.80% | Jun 28, 2017 | 1 | Jun 29, 2017 | 2 | Jul 3, 2017 | 3 |
| -0.62% | Jul 3, 2019 | 2 | Jul 8, 2019 | 7 | Jul 17, 2019 | 9 |
| -0.58% | Oct 24, 2017 | 1 | Oct 25, 2017 | 5 | Nov 1, 2017 | 6 |
| -0.58% | Jul 3, 2017 | 2 | Jul 6, 2017 | 2 | Jul 10, 2017 | 4 |
| -0.52% | Dec 4, 2017 | 1 | Dec 5, 2017 | 1 | Dec 6, 2017 | 2 |
| -0.51% | Aug 27, 2020 | 2 | Aug 31, 2020 | 1 | Sep 1, 2020 | 3 |
| -0.47% | Jun 26, 2019 | 1 | Jun 27, 2019 | 1 | Jun 28, 2019 | 2 |
| -0.44% | Aug 31, 2017 | 2 | Sep 5, 2017 | 13 | Sep 22, 2017 | 15 |
| -0.38% | Jul 29, 2019 | 1 | Jul 30, 2019 | 1 | Jul 31, 2019 | 2 |
| -0.36% | Jul 12, 2017 | 1 | Jul 13, 2017 | 3 | Jul 18, 2017 | 4 |